Airbnb’s Q1 numbers tell you where the ERP labor market is heading
Airbnb’s Q1 numbers tell you where the ERP labor market is heading. CEO Brian Chesky on this week’s earnings call, reported by TechCrunch. that 60% of new code is written by AI and 40% of customer support tickets are resolved without a human. The headline sounds like bad news for developers (and let’s admit it, […]
Microsoft restructured how it goes to market with Partners in FY26 and with talent implications have yet to play out
Microsoft restructured how it goes to market with partners in FY26 and the talent implications have yet to play out. Dynamics 365 and Microsoft 365 now sit together under one solution area: AI Business Solutions. The other two are Cloud & AI Platform and Security. For two decades, the Microsoft Business Applications channel rewarded depth. […]
The AI startup that put “Stop Hiring Humans” on billboards accused of stealing the artwork used to sell that pitch itself!
The AI startup that put “Stop Hiring Humans” on billboards across San Francisco is now accused of stealing the artwork it used to sell that pitch! Artisan ran a campaign featuring KC Green’s “This is fine” comic. Green says they used it without permission. How is that for Irony? But there’s a real lesson here […]
Coatue isn’t just betting on AI through equity stakes anymore
Coatue isn’t just betting on AI through equity stakes anymore. For context: Coatue is a New York investment firm with roughly $50B in assets under management, known for its concentrated bets on technology. Its AI portfolio alone reads like a market map; major positions in Anthropic, OpenAI, xAI, and CoreWeave. Julie Bort at TechCrunch reports […]
180 million in EU sovereign cloud contracts just went to 4 European providers & AWS, Azure & Google Cloud were not among them…..
€180 million in EU sovereign cloud contracts just went to four European providers. AWS, Azure, and Google Cloud were not among them. If you’re a PE or VC operating partner with European portfolio companies, the calculus on US ERP stacks is shifting. Anna Heim’s reporting in TechCrunch lays out the pattern: France moving its Health […]
Coatue isn’t just betting on AI through equity stakes anymore
Coatue isn’t just betting on AI through equity stakes anymore. For context: Coatue is a New York investment firm with roughly $50B in assets under management, known for its concentrated bets on technology. Its AI portfolio alone reads like a market map; major positions in Anthropic, OpenAI, xAI, and CoreWeave. Julie Bort at TechCrunch reports […]
Candidate Spotlight: Veteran D365 F&O Technical Architect Developer with dual F&O & CE experience!
This week’s DynamicsFocus candidate spotlight features a Veteran D365 F&O Technical Architect and Developer whose career spans every major Microsoft Dynamics version, Navision and Axapta 3.5 through D365 Finance & SCM. 20+ years in the ecosystem. 75 Dynamics AX/F&O projects delivered, 23+ of them on D365 F&O specifically. 30+ enterprise clients across defense, manufacturing, retail, […]
Tim Cook is stepping down as Apple CEO -John Ternus takes over September 1-Succession is the real story here!
Tim Cook is stepping down as Apple CEO. John Ternus takes over September 1. The story most people will skim past is the succession itself. Ternus has been at Apple for 25 years. He joined the product design team in 2001, made VP of hardware engineering by 2013, and stepped into the SVP role in […]
Business Central 28.0 is Rewriting the BC Talent Profile
Business Central 28.0 Is Rewriting the BC Talent Profile Microsoft shipped Business Central 2026 Wave 1 this month. Version 28.0 is auto-rolling to online customers, and every new signup lands directly on it. This is the first BC release where AI agents move from optional assistants to governed participants in the accounting workflow. That changes […]
If you’ve hired a remote IT contractor in the last 2 years, there’s a real chance at least 1 wasn’t who they claimed to be!
If you’ve hired a remote IT contractor in the last two years, there’s a real chance at least one wasn’t who they claimed to be. That’s not speculation; it’s what the DOJ just documented. Two U.S.-based facilitators were sentenced for helping North Korean operatives land remote IT jobs at 100+ American companies, using stolen identities […]